Spectrum Wealth Advisory Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio JQUA Stock Details JQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.8M	Buy	534,396 +4,574	+0.9%	+$290K	12.18%	2
2025 Q4	$33.5M	Buy	529,822 +12,501	+2%	+$785K	12.3%	2
2025 Q3	$32.5M	Buy	517,321 +9,585	+2%	+$588K	13.44%	2
2025 Q2	$30.5M	Sell	507,736 -104,227	-17%	-$5.96M	14.18%	2
2025 Q1	$34.6M	Buy	611,963 +19,386	+3%	+$1.13M	16.58%	1
2024 Q4	$33.9M	Buy	592,577 +103,845	+21%	+$6.02M	16%	1
2024 Q3	$27.6M	Buy	+488,732	New	+$26.5M	15.51%	1

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Spectrum Wealth Advisory Group's JQUA Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.86% in Q1 2026, buying an estimated $290K and bringing the position to 534,396 shares worth $32.8M. The position accounts for 12.18% of the portfolio, ranked #2.

Spectrum Wealth Advisory Group first reported a position in JQUA in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.6M in Q1 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Spectrum Wealth Advisory Group held 534,396 shares of JPMorgan US Quality Factor ETF worth $32.8M as of Q1 2026.
Spectrum Wealth Advisory Group bought 4,574 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $290K.
JPMorgan US Quality Factor ETF made up 12.18% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #2 holding.
Spectrum Wealth Advisory Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's JPMorgan US Quality Factor ETF position peaked at $34.6M in Q1 2025.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.